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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $465,228 | $209,888+121.7% | $189,545+145.4% | $167,553+177.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 24.65% | 748.66%-724.0pp | 555.36%-530.7pp | 478.89%-454.2pp |
| Employer contribution / active EE | $6,250 | $6,915-9.6% | $6,162+1.4% | $4,840+29.1% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $111 | $14,300-99.2% | $12,049-99.1% | $12,316-99.1% |